See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,855 | $111,535-83.1% | $105,223-82.1% | $137,256-86.3% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 100.75% | 237.85%-137.1pp | 180.65%-79.9pp | 220.34%-119.6pp |
| Employer contribution / active EE | $1,246 | $3,939-68.4% | $3,689-66.2% | $4,156-70.0% |
| Participant deferral / active EE | $1,656 | $5,500-69.9% | $5,072-67.4% | $6,407-74.2% |
| Admin fee / account holder | $1,788 | $9,721-81.6% | $8,859-79.8% | $12,270-85.4% |